Gary Psotka (CRD# 1209280) is an Investment Advisor Representative working at Service One Financial in San Juan Capistrano, CA and has over 40 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Service One Financial | San Juan Capistrano, CA | Feb 2009 - Current | 15 |
| Gap Financial, Inc. Dba Service One Financial | San Juan Capistrano, CA | Jan 2009 - Current | 15 |
| Insurance Sales-service One Financial | San Juan Capistrano, CA | Jul 2008 - Current | 15 |
| Gap Fin. Inc/service One Mortgage | San Juan Capistrano, CA | Apr 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts25ACCOUNTS
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Average Account Value$162,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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